Dave is an Investment Advisor and Portfolio Manager who previously worked at Australia’s largest investment bank for over 13 years. His experience prior to, and during this period enabled him to develop a business model focused on strong client service, risk management, sound advice and realistic expectations.
Dave earned a Bachelor of Business from the University of South Australia in 1998, and obtained his Graduate Diploma in Applied Finance and Investment in 2007.
Dave specialises in looking after a wide variety of clients including High Net Worth Families & Individuals, Private Clients (retirees and wealth accumulators), Family Foundations and Not for Profit Charities.